Managing menu and element names
By default, ClearPoint comes with seven top navigation element options: Scorecards, Maps, Objectives, Measures, Initiatives, Action Items, and Risks. We get that your organization’s strategic plan might not incorporate all of these elements, so we made it possible to hide and rename menus and elements within ClearPoint. We will show you how to remove ‘Risks’ in this example.
In This Article
Renaming elements and menu items
Click on Admin Options from under System Settings. Select the Menu and Element Names tile. Click the pencil icon next to the element you wish to modify. Click the Default Names tab. The Name and Plural fields determine how the element will appear across ClearPoint – in detail page fields, edit windows, and summary report columns. The Menu Label determines how the element will appear in the top navigation. To hide the element from the top navigation select Hidden. Click Save.
Renaming elements within a specific scorecard
Click on Admin Options from under System Settings. Select the Menu and Element Names tile. Click the edit pencil icon next to the item you wish to modify. Click on Add Customization. Select the scorecard you want the name change for. Fill in the singular and plural of your customization, as well as how it will appear in the Top Navigation. Select Hidden to hide the element from the Top Navigation in this scorecard. Click Close to add this customization. Click Save Order again to save the modified element names and to apply the customization throughout your account.
Reordering elements in the top navigation
From Menu and Element Names, click and drag the element to reorder. Click Save Order to save your changes. Elements at the top of the list will appear as the first element name on the top navigation.
Hiding and un-hiding elements from the top navigation menu
Click on Admin Options from under System Settings. Select the Menu and Element Names tile. A new window will pop up. Click the pencil icon to expand the element you would like to hide. Click the checkbox next to Hidden to hide this element across the entire account. Click Save. This element will no longer appear in the top navigation for any users in your account.
If you would like to hide an element from the top navigation within individual scorecards, click the pencil icon to edit a specific element. Click the Customization tab and click Add Customization from the same edit window. Name the scorecard and click the checkbox next to Hidden. Click Close. Click Save Order once more to apply this newly created Customization.